Kaitlyn
Nace
The Ayco Company, L.P
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About this Advisor
Kaitlyn Nace is a financial advisor based in New York, New York, working with The Ayco Company, L.P. Kaitlyn has previously held positions at Goldman Sachs, Student And Unemployed, Station House Tavern, Full Time Student, Tobias S. Frogg, Funcks, Iron Valley Golf Course, and American Eagle Outfitters. Kaitlyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Kaitlyn is part of The Ayco Company, L.P, which operates out of New York, New York. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ayco Company, L.P Brokerage Details
$25,870,062,000
1,792
46,004
$562,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kaitlyn Nace Work History
Goldman Sachs
Goldman Sachs
Student And Unemployed
Full Time Student
Tobias S. Frogg
Funcks
Iron Valley Golf Course
Station House Tavern
American Eagle Outfitters
Disclosures
Please visit the SEC profile of Kaitlyn Nace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ayco Company, L.P
Newport Beach, CA
Chicago, IL
Cohoes, NY
Canonsburg, PA
Morristown, NJ
Miami, FL
Irving, TX
Atlanta, GA
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